Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,141 institutions that hold shares in the stock, with a total of 735 Million shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
1,846
shares
|
$610,675
0.23% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
1,845
shares
|
$610,344
0.21% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
1,841
shares
|
$609,021
0.13% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,839
shares
|
$608,359
0.09% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
1,836
shares
|
$607,367
0.28% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,828
shares
|
$604,720
0.06% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,827
shares
|
$604,389
0.07% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
1,823
shares
|
$603,066
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$602,074
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,820
shares
|
$602,074
0.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
1,819
shares
|
$601,743
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,818
shares
|
$601,412
0.01% of portfolio
|
Q1 2024
Reduced 45.21%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
1,815
shares
|
$600,420
0.1% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,815
shares
|
$600,420
0.18% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
1,815
shares
|
$600,420
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
1,811
shares
|
$599,096
0.39% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
1,805
shares
|
$597,112
0.19% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,804
shares
|
$596,781
0.1% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
1,804
shares
|
$596,781
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,803
shares
|
$596,450
0.03% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
1,803
shares
|
$596,450
0.57% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,800
shares
|
$595,458
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$595,458
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
1,800
shares
|
$595,458
2.45% of portfolio
|
Q4 2024
Reduced 94.48%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
1,791
shares
|
$592,480
0.4% of portfolio
|
Q4 2024
Added 2.93%
|